Estate Planning Timeline

This estate planning timeline contains some of the major milestones that many of us will pass during our lives.

When we hit one of these milestones, it is important to think about estate planning, incapacity planning, and tax planning. In each instance, when we hit the milestone in the left column, it is important to think about the items in the right column.

If you have any questions about estate planning or would like to schedule a complimentary consultation to discuss estate planning, please call us at (503) 641-6262 or contact us online.


Printable Planning Timeline Version


Contact Us

Have questions about the timeline of your estate planning strategy? Contact us today for a complimentary consultation.

Areas of Practice